See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,091 | $60,124-98.2% | $90,404-98.8% | $79,858-98.6% |
| Participation rate | 77.1% | 65.0%+12.1pp | 72.7%+4.4pp | 69.6%+7.5pp |
| Annual return | 37.48% | 71.94%-34.5pp | 1293.02%-1255.5pp | 31.71%+5.8pp |
| Employer contribution / active EE | $347 | $2,068-83.2% | $3,262-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $522 | $2,938-82.2% | $3,963-86.8% | $3,740-86.0% |
| Admin fee / account holder | $147 | $3,976-96.3% | $5,611-97.4% | $5,306-97.2% |